FY 2021 ERate Roadshow Lee Bray State ERate

FY 2021 E-Rate Roadshow Lee Bray, State E-Rate Coordinator

Agenda • • • E-Rate – Overview Application Process Contract 5000 Eligible Services List FCC Forms Category 2 Budget E-Rate Productivity Portal (EPC) Admin Window EPC Updates

History of E-Rate • Established by Congress, Directed by the FCC (Federal Communications Commission), Managed by USAC (Universal Services Administration Company) • E-rate started in 1998 • Since 1998 E-rate has committed $54. 4 billion to schools and libraries • E-rate is one of 4 Universal Service Programs • • E-rate Connect America Fund Low Income Rural Health

Overview • Who makes the rules? • Congress wrote the Telecommunications Act of 1996, which directed the Federal Communications Commission (FCC) to establish the E-rate Program and other programs. • The FCC issues orders that set rules and policies for the program and gives direction to the Universal Service Administrative Company (USAC) through orders. • USAC is responsible for the day-to-day administration of the E-rate Program.

What does E-Rate Fund? • Provides funding for specific services • Internet Access • Wide Area Network Connections • Connecting schools to district • Connecting libraries to one another • Local Area Network Equipment and Cabling • Does not fund end-user equipment such as laptops, smartboards, i. Pads • Does not fund applications such as Student Level Database • E-rate is a discount program, not a grant program • Applicants must receive the services before they can receive the discounts • Applicants must apply for discounts each Funding Year

How important to Mississippi is E-Rate? • • • $732, 905, 357 committed to Mississippi since 1998 $29, 790, 903 has been committed to Mississippi just for FY 2020 The average discount for schools and libraries is 85% Every public school district in the state participates in E-Rate 98% of public libraries participate in E-Rate 100% of public schools have broadband internet fiber connections

Application Process ESL FCDL 470 486 Contract BEARs SPIs 471 Review Process

Contract 5000 -1 – C Spire The primary services included under Category I include: • Switched Ethernet and MPLS circuits • Raw Internet • PRIs • SIP trunks • Centrex Platinum • Business Lines • Hosted Firewall and Content Filtering • IP Addresses

Contract 5000 -1 - Continued • Option 1: Cspire Ethernet + Raw Internet • • • Provider Cspire Cspire Cspire Type Speed Cost Ethernet 10 M $180. 00 Ethernet 50 M $240. 00 Ethernet 100 M $315. 00 Ethernet 250 M $505. 00 Ethernet 500 M $730. 00 Ethernet 1000 M $1, 160. 00 Ethernet 2000 M $1, 915. 00 Ethernet 5000 M $4, 115. 00 Ethernet 10000 M $7, 285. 00 …. . . . calculation…. . . . Circuit $175. 00 $215. 00 $265. 00 $380. 00 $480. 00 $660. 00 $915. 00 $1, 615. 00 $2, 285. 00 Internet $5. 00 $25. 00 $50. 00 $125. 00 $250. 00 $500. 00 $1, 000. 00 $2, 500. 00 $5, 000. 00 Total $180. 00 $240. 00 $315. 00 $505. 00 $730. 00 $1, 160. 00 $1, 915. 00 $4, 115. 00 $7, 285. 00

Contract 5000 -1 - Continued • Option 2: Cspire MPLS + Raw Internet • • • Provider Cspire Cspire Cspire Type MPLS MPLS MPLS Speed 10 M 50 M 100 M 250 M 500 M 1000 M 2000 M 5000 M 10000 M Cost $350. 00 $445. 00 $495. 00 $920. 00 $1, 420. 00 $1, 795. 00 $2, 545. 00 $5, 545. 00 $9, 045. 00 …. . . . . calculation…. . . . Circuit $345. 00 $420. 00 $445. 00 $795. 00 $1, 170. 00 $1, 295. 00 $1, 545. 00 $3, 045. 00 $4, 045. 00 Internet $5. 00 $25. 00 $50. 00 $125. 00 $250. 00 $500. 00 $1, 000. 00 $2, 500. 00 $5, 000. 00 Total $350. 00 $445. 00 $495. 00 $920. 00 $1, 420. 00 $1, 795. 00 $2, 545. 00 $5, 545. 00 $9, 045. 00

Contract 5000 -2 - ATT • The primary services included under Category 2 include: • ADI Internet • BOVIP • SIP Handoff • PRI Handoff

Contract 5000 -2 - Continued ATT ADI • • • ATT ATT ATT Circuit ADI ADI ADI Speed 10 M 50 M 100 M 250 M 500 M 1000 M 2000 M 5000 M 10000 M Cost $483. 36 $676. 80 $852. 80 $1, 258. 39 $1, 790. 94 $2, 099. 20 $3, 564. 16 $5, 528. 48 $8, 274. 56

Eligible Services List • Each year, the FCC issues a list of services that are eligible for the upcoming funding year. • Category One includes services from the service provider to the schools and/or libraries (demarcation point). • Data Transmission and/or Internet Access • Category Two includes services and equipment needed for broadband connectivity within schools and libraries. • Three service types – • Internal Connections • Basic Maintenance of Internal Connections • Managed Internal Broadband Services • https: //docs. fcc. gov/public/attachments/DA-20 -1418 A 1. pdf

Examples of Category 1 • • • Leased lit or dark fiber Wireless services (e. g. microwave) Satellite service T-1, T-3, etc. DSL

Examples of Category 2 • • Routers & switches Cabling, wireless access points Basic maintenance of eligible internal connections Managed internal broadband services (managed Wi-Fi)

Eligibility of Services • Category One (C 1) services are not limited in cost as long as they are cost- effective. • Category Two (C 2) services are limited by a pre-discount budget • Budget period is five years. • Budget is calculated based on number of students (schools) or square footage (libraries). • Beginning in FY 2021, budget is calculated at the school district or library system level.

Eligibility – Eligible Purposes • Activities related to education that occur on school property. • Activities related to providing library services to individuals that occur on library property. • *Activities that are not on school or library property are generally not considered eligible for discounts.

What are my needs? • Check with your schools to identify their needs More Bandwidth? Expanded Wi-Fi? Access Points? • Check with your Budget Officer to see what your Technology Budget looks like Don’t ever try to go where your budget can’t take you • Check your C 2 Budget Tool to see if you have enough to purchase C 2 services • Check with your Superintendent to see what your districts goals are in relation to what your students or library patrons actually need Don’t ever try to go where the Superintendent does not want to go

What will E-Rate Fund? • • Internet Wide Array Network (WAN) Switches Routers Uninterrupted Power Supply (UPS) Racks Access Points Etc. .

Discount Matrix

Form 470 • • • Applicant Role Competitive Bidding Request for Proposal (RFP) Recurring vs Non-Recurring Reverse Auction

Form 470 – Applicant Role • • Determine services needed, file FCC Form 470 and RFP. Run competitive bidding process. Select winning bidder, with price of eligible products and services as primary factor. Respond to PIA. File other applicant forms (FCC Forms 471, 486, 472, 500, etc. ). Document compliance with FCC rules on an ongoing basis. Retain documentation for at least ten years from last date of service delivery.

Competitive Bidding • Run an open and fair competitive bidding process. • Open = information shared with one bidder must be shared with all. • Fair = bidders must be evaluated fairly and equally. • Wait 28 days before choosing a service provider. • FCC Form 470 must be posted on the USAC website for a minimum of 28 days before you select a vendor and file an FCC Form 471. • Evaluate bids using the price of the eligible services as the primary factor.

Request for Proposal (RFP) • Requests for Proposal (RFPs) may be created to describe specific needs and circumstances in more detail. • USAC refers to an RFP or an RFP document generically. RFP documents are any documents that provide additional information to potential bidders on the scope or details of your project. • For most types of service requests, RFPs are not required. However, you must issue an RFP for some requests or if you are required to do so by state/local rules. • Services on your FCC Form 470 and RFP must match. • All RFPs and RFP documents must be attached to your FCC Form 470 in EPC.

Competitive Bidding Imposing Restrictions • You cannot list specific make and model of products or services sought without also allowing equivalent products and/or services to be bid. • • “XYZ manufacturer's router model 345 J or equivalent” • Bidder disqualification criteria must be spelled out in FCC Form 470 and/or RFP and be available to all potential bidders. • EPC will automatically add the “or equivalent” language for you in the FCC Form 470, but remember to double check the language in your RFP, if you are issuing one, to include the words “or equivalent. ” • If you have bid disqualification factors, you must list them in your FCC • Form 470.

Lowest Corresponding Price • Service providers are required to offer applicants their services at the lowest corresponding prices charged to other similarly situated customers throughout their geographic service area. • This rule ensures that you are not charged more than similarly situated nonresidential customers for the same services because of E-rate participation. • Exceptions can be made if the provider can show that they face significantly higher costs to serve this customer due to volume, mileage from facility, and/or length of contract. • Applies to all service providers and for all service arrangements (tariff, monthto-month and contracted services).

Form 470 Receipt Acknowledgement Letter • • After posting FCC Form 470, USAC issues a Receipt Notification Letter (RNL) in your EPC News feed. • Review your submitted FCC Form 470 carefully. If you need to make corrections: • For non-substantive changes, locate the form in EPC and choose “Related Actions” to submit allowable corrections. • For certain significant changes to your requests, you must file a new FCC Form 470.

Evaluating Bids • To evaluate incoming bids, create a bid evaluation matrix or similar document. • Develop evaluation criteria or factors to assess the bids. • You can have one or many factors. • Assign each evaluation factor a point value or percentage. The price of the eligible products and services must be the most heavily weighted factor. • Other factors, including other price factors, can be considered as well; but they cannot be weighted equally or higher than cost of the eligible goods and services. • The vendor with the most overall points is the winner.

Sample: Bid Evaluation Matrix • Evaluate your bids using a matrix, filled in with your chosen factors and point values. • Vendor #3 wins. Note that this may not be the lowest cost vendor.

Recurring vs Non-Recurring • Recurring services (e. g. , monthly internet access) must be delivered during the funding year. • Non-recurring services (e. g. , equipment installations) can generally be installed through September 30 following the close of the funding year. • The September 30 deadline can sometimes be extended, either automatically or by request. • Delivery and installation can sometimes start before the funding year.

Reverse Auction • DFA Contact • Ross Campbell • 601 -359 -2004 • ross. campbell@dfa. ms. gov • Guidelines • • Category 2 Equipment Mississippi Bid Bank - MPTAP Newspaper ad Bid Specs Bid Matrix / Tabulation Winning Bid Justification of bid if not the lowest

Form 471 • Guidelines • Filing Window discounts • Contracts

Form 471 • Provide information about your requests (discount level, costs of services, service providers). • Answer USAC review questions. • Receive your funding commitment decision. • Filing Window • Approximately 60 days after ESL released • ESL Released – December 1, 2020 • Late January 2021

Filing Window – Form 471 • All FCC Forms 471 are filed during a specific period of time – the FCC Form 471 application filing window. • The filing window generally opens in mid-January and closes in mid- March in advance of the start of the funding year. • *Applications (FCC Forms 471) filed outside of the filing window are not considered for funding.

Contracts • Must be loaded in EPC prior to starting Form 471 • Applicants must have a signed contract or other legally binding agreement in place prior to submitting their FCC Forms 471 to USAC. • Applicant must not sign a contract before the Allowable Contract Award Date (ACD). • Signed contracts constitute the best evidence that a legally binding agreement exists. • A verbal offer and/or acceptance will not be considered evidence of the existence of a legally binding agreement. • For additional information about State Master Contracts, see the USAC website.

Form 486 • Guidelines • Start Date • Filing Form 486

Form 486 - Continued • Applicants file the FCC Form 486 to: • Notify USAC that services have started for the Funding Request Numbers (FRNs) listed on the FCC Form 471. • Report the status of compliance of the entities on those FRNs with the Children’s Internet Protection Act (CIPA).

Form 486 – Service Start Date • What is my Service Start Date (SSD)? • The first day of the funding year if services start on or before July 1. . • Any day after July 1, but before June 30 of the funding year that services were actually started. For example: • For installations that started on May 25 before the funding year, the SSD is July 1 of the funding year. • For services starting August 7 of the funding year, the SSD is August 7 of the funding year.

Form 486 - Filing • The FCC Form 486 MUST be certified no later than 120 days after the Service Start Date reported on the FCC Form 486 or 120 days after the date of the Funding Commitment Decision Letter (FCDL), whichever is later.

Form 498 • List all banking process information • Is it up to date? • Current Bank Account • Current Bank Routing Number

Child Internet Protection Act (CIPA) • • • Guideline Internet Safety Policy Technology Protection Measure (Filter) Public Notice and Hearing or Meeting Documentation

Child Internet Protection Act • Requires that school sand libraries enforce certain safety measures that protect against access by adults and minors to obscene content on the internet. • Three requirements include: • Internet Safety Policy • Technology Protection Measure • Public Notice and Hearing or Meeting • The school or library must maintain documentation demonstrating that they are working toward compliance (in the first year) or in compliance (second year and thereafter).

CIPA: Child Internet Safety Policy • The Internet Safety Policy (ISP) must address: • Access by minors to inappropriate matter on the internet and World Wide Web • The safety and security of minors when using electronic mail, chat rooms, and other forms of direct electronic communications; • Unauthorized access including "hacking" and other unlawful activities by minors online; • Unauthorized disclosure, use, and dissemination of personal information regarding minors; and • Measures designed to restrict minors' access to materials harmful to minors. • Additional requirements for schools: • Must also include monitoring the online activities of minors. • Must provide for educating minors about appropriate online behavior, including interacting with other individuals on social networking websites and in chat rooms, cyberbullying awareness, and response.

CIPA: Technology Protection Measure (Filter) • A technology protection measure is a specific technology that blocks or filters internet access. • Entities must enforce the operation of the technology protection measure during the use of its computers with internet access. • A person authorized by the authority with responsibility for administration of the school or library may disable the technology protection measure during use by an adult to enable access for bona fide research or other lawful purpose. • Decisions about what matter is inappropriate for minors are made by the local community (school board, local educational agency, library, or other authority).

CIPA: Public Notice and Hearing or Meeting • You must provide public notice and hold at least one public hearing or meeting to address the internet safety policy. • For private schools, public notice means notice to your constituent group. • Additional meetings are not necessary– even if the policy is amended – unless those meetings are required by state or local rules or the policy itself.

CIPA: Documentation for ISP • A copy of your internet safety policy, along with any updates to your policy. • Documentation of the adoption of the policy – for example, approval in the minutes of the required hearing or meeting, or documented adoption by a school or library board.

CIPA: Documentation for Technology Protection Measure • A description of the filter. • A report or other documentation on the use of the filter. The documentation should show that the filter was installed and was working during the funding year. For example, • A school that purchased filtered internet access could archive a sampling of reports from the service provider of internet sites blocked, or bills from the service provider verifying that the filter was operational. • If a school purchased its own filter, it could archive logs produced by its IT staff showing the hours the filter was engaged.

CIPA: Documentation for Public Notice & Hearing • Documentation that the school or library gave public notice and held a public hearing or meeting on the policy. For example: • A copy of a website announcement for a regular school or library board meeting open to the public where the policy will be discussed. • An advertisement in a local newspaper of a county government hearing or meeting where the policy appears as an agenda item. • A copy of the minutes of the hearing or meeting and the date it occurred.

Form 500 • Adjusting Approved Funding • When to file

Form 500: Adjusting Approved Funding • Requests specific changes to your funding commitments after USAC issues your FCDL, such as: • • Extending the contract expiration date listed on FCC Form 471. Changing the service start date listed on FCC Form 486. Cancellation or reduction of a Funding Request Number (FRN). Requesting an extension of the deadline for delivery of non-recurring services. • FCC Form 500 for Category Two funding reductions • If you do not use all of the Category Two funding commitment, you can submit FCC Form 500 to return funds committed but not invoiced to your five-year Category Two budget.

Form 500: Adjusting Approved Funding • FCC Form 500 for FY 2016 and forward: • File and certify in EPC. • FCC Form 500 for FY 2015 and previous funding years: Complete the FCC Form 500 on paper. Scan the paper form. Available for Public Use Createan FCC Form 500 in EPC and indicate that you are filing for a funding year before FY 2016. • Attach your scanned form to the EPC “Legacy FCC Form 500”and certify it. • • • NOTE: If you do not use all of a Category Two funding commitment, file an FCC Form 500 to return committed funds and attach a spreadsheet with a detailed allocation for all of your affected entities.

Category 2 Budget • • FY 2021 – FY 2025 Budget Floor Calculating Discounts

Category 2 Budgets - FY 21 -FY 25 • C 2 budgets changed to a fixed, five-year cycle. • The first five-year C 2 budget cycle will begin in FY 2021 and go through FY 2025. • The second cycle will begin in FY 2026 and go through FY 2030, and so on. • C 2 budgets will be reset for FY 2021.

Category 2 Budgets - FY 21 -FY 25 • C 2 budget multipliers and funding floor • C 2 multipliers and funding floor are set once at the beginning of the cycle. • They apply to the entire cycle. • They will be announced in advance of the cycle, adjusted for inflation once, before the cycle starts, and rounded to two digits (dollars and cents).

Category 2 Budgets - FY 21 -FY 25 • C 2 budget multipliers and funding floor (continued) • For the FY 2021 -FY 2025 cycle: • The school multiplier is $167. 00 per student. • The library multiplier is $4. 50 per square foot for all libraries. • The funding floor is $25, 000.

Category 2 Budgets - FY 21 -FY 25 • Adjusting the C 2 budget during the cycle • Your C 2 budget is determined when the first C 2 FCC Form 471 in the budget cycle is certified. This includes a certified consortium FCC Form 471 that includes your organization. • You may request a C 2 budget recalculation in any subsequent year of the budget cycle, but are not required to do so. • The request mechanism will be available before the FY 2022 administrative window opens.

Category 2 Budgets - FY 21 -FY 25 • Adjusting the C 2 budget during the cycle (continued) • If you do not request a recalculation, the C 2 budget will not change during the cycle. • The new C 2 budget will apply for the year it was requested and forward, but does not apply retroactively.

Category 2 Budgets - FY 21 -FY 25 • C 2 budgets calculated at the school district or library system level, not at the site level. • The “budgeted entity” is the entity with the C 2 budget. • Budgeted entities are: • • Independent schools Independent libraries School districts Library systems • School districts and library systems can allocate funding among eligible sites as they see fit.

Category 2 Budgets - FY 21 -FY 25 • Calculating a C 2 budget – independent schools and school districts • The C 2 budget for most school districts is the greater of the following: • Add the number of full-time student counts of each of the individual schools and then multiply this total by the school multiplier, or • Multiply the number of individual schools by the $25, 000 funding floor (the "aggregate funding floor"). • An independent school’s C 2 budget is the greater of: multiplying its student count by the school multiplier or the funding floor.

Category 2 Budgets - FY 21 -FY 25 • Calculating a C 2 budget – school districts with 10 or fewer sites • The C 2 budget for school districts with 10 or fewer sites has a third possible calculation that allows districts with a number of schools with fewer than 150 students to take advantage of the funding floor. EPC will select the calculation that optimizes the budget if student counts are provided for each school: • Calculate a C 2 budget for each individual school, using the higher of (1) the number of students multiplied by the school multiplier or (2) the $25, 000 funding floor. • The $25, 000 funding floor applies if an individual school has fewer than 150 students (150 students x $167/student = $25, 050).

Category 2 Budgets - FY 21 -FY 25 • Calculating a C 2 budget – school districts with 10 or fewer sites (continued) • Add the individual calculations together. The school district can still allocate this calculated C 2 budget among its individual schools as it sees fit. • However, if your school district profile in the E-rate Productivity Center (EPC) has 11 or more individual schools, this third option does not apply.

Category 2 Budgets - FY 21 -FY 25 • Additional differences from the test period • Schools only count full-time students for their C 2 budget calculations. • Large school districts (those with more than 10 schools) cannot estimate the number of students for buildings under construction. • Independent schools can still estimate student counts for a new school while construction is underway. • If the independent school overestimates, it must return to USAC any funding in excess of that it was entitled to based on the actual enrollment by the end of the next funding year.

Category 2 Budgets - FY 21 -FY 25 • Additional differences from the test period (continued) • School districts and library systems can transfer equipment between schools within a school district and libraries within a library system. • No longer required to notify USAC of these equipment transfers. • Transferor and recipient must maintain detailed records documenting the transfer and the reason for the transfer for at least five years. • Schools, libraries, and consortia must maintain asset and inventory records of equipment purchased and the actual locations of such equipment for at least 10 years after purchase. • School districts and library systems must wait until July 1, 2021 to transfer equipment that is less than three years old if they do not want to be subject to the requirement to notify USAC of the transfer.

Category 2 Budgets - FY 21 -FY 25 • Additional differences from the test period (continued) – entities that have C 2 budgets • A budgeted entity is an entity with a C 2 budget – an independent school, an independent library, a school district, or a library system. • A budgeted entity does not need to provide USAC with a cost allocation of its C 2 budget among its child entities that are receiving C 2 services. • A consortium must still allocate the costs of C 2 funding requests among its budgeted entity members – but not to those members’ individual child entities – when completing the FCC Form 471 for FY 2021. • The consortium members’ C 2 budgets will be visible to the consortium during the FCC Form 471 filing process.

Category 2 Budgets - FY 21 -FY 25 • Additional differences from the test period (continued) – counting child entities • The child entity count is the number of the individual schools in a school district or the number of library branches in a library system. • The number of child entities in the EPC profile can affect the C 2 budget calculation.

Category 2 Budgets - FY 21 -FY 25 • Additional differences from the test period (continued) – counting child entities • Keep the following in mind: • With a few exceptions, an individual school must have a student count greater than zero in the entity profile to be included in the child entity count. • If a library branch’s square footage entry is zero or blank, it will not be included in the child entity count. Bookmobiles and kiosks with a square footage entry of zero or blank will not be included. • Non-instructional facilities (NIFs) and annexes are not considered child entities.

Category 2 Budgets - FY 21 -FY 25 • Additional differences from the test period (continued) – counting students • School districts will report student counts separately for the purposes of calculating discounts and for calculating C 2 budgets. You have two options: • Report both student counts in each individual school profile. • Report the student count for discount purposes in the individual school profile, and report a total student count for the school district in the school district profile.

Category 2 Budgets - FY 21 -FY 25 • Here is a screenshot of a school district’s organization profile page, where the school district chose Manage Organization to change its status to reporting one number for the school district: • In the event an applicant chooses to enter one number for the whole school district, their C 2 budget is calculated by multiplying that number by $167 per student (or the funding floor if that is greater).

Category Two Budgets – New Guidance on Counting Students • School buildings that are fully or partially closed due to COVID-19 • Students enrolled at brick-and-mortar schools can be counted as fulltime students regardless of whether they receive some or all instruction via remote learning during the impact of the COVID-19 pandemic. • Applicants can provide their full-time enrollment numbers from their FY 2020 FCC Form 471 applications for FY 2021. They are required to validate their enrollment numbers once during the five-year funding cycle, and they may update the enrollment numbers in future funding years during the five-year cycle if they choose to do so.

E-Rate Productivity Center (EPC) • • Admin Window Multifactor Authentication Account Administrator Roles Create User Student Counts Parent / Child Changes Profile Changes C 2 Budget Section

Admin Window • The administrative window allows applicants to update their profiles in the E-rate Productivity Center (EPC). • Opened on October 19, 2020 • Will close shortly before the Funding Year (FY) 2021 FCC Form 471 application filing window opens. • Why is there an administrative window? • Libraries and consortia depend on static student counts to accurately calculate their discounts. • For consistency, certain entity information cannot be changed during the application filing window.

Administrative Window • • • Open Now until 3 days prior to Form 471 Window opens Updates / Changes / Additions Student Count NSLP / CEP Discount Matrix Category 2 Budget count

Admin Window Tips • Contract records • These can be created after the admin window closes. FY 2020 RAL requests and appeals • File these requests BEFORE you add new entities to your profile, or new entity sub-types to existing entities. This will speed our processing of these requests. • C 2 budget tool • This tool will show updated C 2 budgets the day after you change your profile information. • School districts with ten or fewer schools • We recommend that you enter your student counts individually by school to maximize the number of options available for your C 2 budget calculation.

Multifactor Authentication • USAC added One Portal multi-factor authentication (MFA) for EPC and the FCC Form 472 (BEAR Form) on July 27, 2020. • Users must first log in to One Portal to access USAC applications. • MFA authenticates a computer user by requiring the entry of two or more separate pieces of information, such as a password known to the user and a code we generate and send to the user to enter in order to gain access. • USAC has created accounts for EPC users and BEAR Form filers. • We continue to create accounts as new EPC users are created and new BEAR PINs are issued.

Login Page

Verification Pages

Dashboard

Account Administrators • Every parent organization (independent school, independent library, school district, library system, consortium) in EPC needs an account administrator. • Consultants and service providers also need account administrators for their EPC accounts. • Account administrators can: • Create new users. • Modify the rights of existing users. • Modify information about their organization. • Link or unlink their organization to consulting firms and consortia. �Modify (change) the account administrator.

How to Create a New User • From your landing page, choose Manage Users.

How to Create a New User • From the Manage Users screen, select your entity, then Create a New User.

Granting User Permissions • The account administrator can modify which rights to assign to each user.

Child / Parent Information • Independent school/school district student counts • Review the student counts for each of your schools and update as necessary. • Starting with FY 2021, we will collect two student counts: • The first, for the purpose of calculating the discount, is reported at the individual school level. • The second, for the purpose of calculating the Category Two (C 2) budget, can be reported at the individual school level or at the school district level. This count is fixed for the five-year cycle and will not need to be updated until FY 2026, unless you choose to do so. • For each new school entity that is currently missing in your organization's profile, USAC must create the entity for you.

How to Update a Parent Entity Profile • From the landing page, click the parent entity name, either from the Welcome message at the top of the page or the first entry in the My Entities section.

How to Update a Parent Entity Profile • You can then update many of the fields in the organization’s entity profile.

How to Update a Child Entity Profile • From the landing page’s My Entities section, click the child entity name.

How to Update a Child Entity Profile • From the child entity profile, click MANAGE ORGANIZATION. • You can then update the child entity in the same way you updated the parent entity.

Entity Profiles – Section Changes • Parent and child entity attributes section now consistently labeled Applicant Information • Layout improved for readability • New section added for C 2 Budget Information for both schools and libraries • Student counts for school districts • Entered separately for discounts and C 2 budgets • School districts can enter one number on the school district profile for C 2 budget purposes.

Entity Profiles – School District C 2 Budget Section

Added/Modified/Deleted • Added and modified fields • Full-time students – discount and C 2 budget student counts entered separately • “Aggregating” school district – can report a single number for school district student count total • Community Eligibility Provision (CEP) base year • Estimated student count for new school construction – estimate not allowed for large • Library square footage – must be greater than zero to be included in the C 2 budget calculation • Deleted fields – no longer relevant for C 2 budget calculation • Part-time student count • Peak part-time student count • IMLS locale code

Questions and Answers • Questions? ?

USAC Information • Website – http: //usac. org/sl • EPC Portal – https: //forms. universalservice. org/portal/login • Client Service Bureau (CSB) – 1 -888 -203 -8100

Contact Information • Lee Bray • lbray@mdek 12. org • 601 -359 -5544